Meridian Hedged Equity Fund’s Q1 2026 Investor Letter
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Hedged Equity Fund”.
Insider Monkey Blog
Microsoft (MSFT) Expands Operations With a New Strategic Partnership
On June 24, 2026, Microsoft Corporation (NASDAQ:MSFT) entered a strategic partnership with Commvault (CVLT).
Attai Capital Management: Navigating Investment Journey with AstroNova (ALOT)
Atai Capital Management, an investment management firm, recently released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
Ferrovial (FER) Wins Another Major U.S. Infrastructure Project
Forming almost 3% of the TCI Fund portfolio, Ferrovial SE officially completed its conversion into a Dutch public limited liability company, legally changing its name to Ferrovial...
Is Alphabet (GOOGL) the Best Stock to Buy in Chris Hohn’s TCI Fund Portfolio?
Alphabet Inc., trading under the tickers GOOGL and GOOG, collectively represents 7.18% of Chris Hohn’s TCI Fund portfolio, with a combined market value of $3,246,398,810.
RBC Sees More Upside for Canadian Pacific Kansas City (CP) – Here’s Why
On June 24, 2026, Canadian Pacific Kansas City Limited (NYSE:CP) saw a rise in its price target from RBC Capital.
S&P Global (SPGI) Takes a New Step in AI-Powered Risk Intelligence
On June 12, 2026, S&P Global Energy, a core division of S&P Global Inc.
Rothschild Revisits Moody’s (MCO) Price Target
Rothschild & Co Redburn raised the price target on Moody’s Corporation (NYSE:MCO) from $490 to $500 on June 18, 2026.
Visa (V): Top 9 Best Stock to Buy in Chris Hohn’s TCI Fund Portfolio
On June 24, 2026, Visa Inc.
Here is why GE Aerospace (GE) Is Among the Best Stocks in Chris Hohn’s Portfolio
On June 25, 2026, GE Aerospace (NYSE:GE) announced that the company is celebrating America’s 250th anniversary by showcasing its GE9X – the world’s largest and most powerful...
Barclays Turns More Optimistic on Canadian National Railway (CNI)
On June 25, 2026, Barclays raised its price target on Canadian National Railway Company (NYSE:CNI) from $99 to $109 while maintaining an Equal Weight rating on the company’s...
11 Oversold Tech Stocks to Buy Now
On June 26, Ed Yardeni, Yardeni Research President, appeared on CNBC's 'Squawk on the Street' to discuss his outlook on market earnings and the current state of the AI sector.
5 Oversold Tech Stocks to Buy Now
CME Group Inc. (NASDAQ:CME) is one of the oversold tech stocks to buy now.
Antipodes Global Fund Divested Lennar Corp (LEN) amid a Weak Housing Market Recovery
Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
JPMorgan Pushes Back on Broadcom (AVGO) Delay Fears and Says the TPU v9 Program Is Firmly on Schedule
Broadcom Inc. (NASDAQ:AVGO) is one of the best growth stocks to buy according to billionaire Dan Loeb.
Lam Research (LRCX): BofA Raises Its Target by $150 as Chip Equipment Spending Heads Toward $250 Billion
Lam Research Corporation (NASDAQ:LRCX) is one of the best growth stocks to buy according to billionaire Dan Loeb.
Can KLA Corporation (KLAC) Capture Its Share of a $250 Billion Global Chip Equipment Market?
KLA Corporation (NASDAQ:KLAC) is one of the best growth stocks to buy according to billionaire Dan Loeb.
Union Pacific (UNP) Just Hauled NASA Moon Rocket Parts on a Locomotive Dedicated to Donald Trump
Union Pacific Corporation (NYSE:UNP) is one of the best growth stocks to buy according to billionaire Dan Loeb.
NVIDIA’s (NVDA) Banned AI Chips Have Doubled in Price on China’s Black Market
NVIDIA Corporation (NASDAQ:NVDA) is one of the best growth stocks to buy according to billionaire Dan Loeb.
Alphabet (GOOGL) Prices the Largest Equity Capital Raise in US Corporate History at $84.75 Billion
Alphabet Inc. (NASDAQ:GOOGL) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 2, Alphabet Inc.
Is Meta (META) Still One of Billionaire Dan Loeb’s Best Growth Stocks to Buy While It Holds Out on Trump’s AI Review?
Meta Platforms, Inc. (NASDAQ:META) is one of the best growth stocks to buy according to billionaire Dan Loeb.
Live Nation (LYV) Brings Lowe’s 30 Million Loyalty Members Into Its Concert Amphitheaters
Live Nation Entertainment, Inc. (NYSE:LYV) is one of the best growth stocks to buy according to billionaire Dan Loeb.
What Does KeyBanc Think About Somnigroup (SGI) After It Cleared the Leggett & Platt Antitrust Hurdle?
Somnigroup International Inc. (NYSE:SGI) is one of the best growth stocks to buy according to billionaire Dan Loeb.
Indiana Just Cleared the Full Legal and Regulatory Framework for Amazon’s (AMZN) Data Center Expansion
Amazon.com, Inc. (NASDAQ:AMZN) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 23, Indiana-based utility company NiSource Inc.
Is The Kroger Co. (KR) One of the Best Stocks to Buy Now For Good Returns amid Price Target Cuts?
The Kroger Co. (NYSE:KR) is one of the best stocks to buy now for good returns.
Wall Street Firms Bullish on Chubb Limited (CB) as a Top Stock to Buy for Good Returns
Chubb Limited (NYSE:CB) is one of the best stocks to buy now for good returns.
The Kraft Heinz Company (KHC): One of the Best Stocks to Buy Now for Good Returns amid Restructuring
The Kraft Heinz Company (NASDAQ:KHC) is one of the best stocks to buy now for good returns.
This is Why Delta Air Lines, Inc. (DAL) is a Top Stock to Buy Now for Good Returns
Delta Air Lines, Inc. (NYSE:DAL) is one of the best stocks to buy now for good returns. On June 23, UBS reiterated a Buy rating on Delta Air Lines, Inc.
This is Why Morgan Stanley Believes The Coca-Cola Company (KO) is a Top Beverage Stock To Buy
Coca-Cola (NYSE:KO) is one of the best stocks to buy now for good returns. Recently, Morgan Stanley touted Coca-Cola (NYSE:KO) as its top stock pick in the US beverage sector.
Resilient Lending Programs Assert American Express Company (AXP) as a Stock to Buy for Good Returns
American Express Company (NYSE:AXP) is one of the best stocks to buy now for good returns.
Moody’s (MCO) Expands AWS AI Integration as Analyst Sees Durable Value in Proprietary Data
Moody’s Corporation (NYSE:MCO) is one of the best stocks to buy now for good returns.
Chevron Corporation (CVX) Secures Texas Pacific Land Support on Microsoft’s Project Kilby
Chevron Corporation (NYSE:CVX) is one of the best stocks to buy now for good returns.
Bank of America (BAC) Extends Kansas City Current Partnership as Citi Raises Price Target
Bank of America Corp (NYSE:BAC) is one of the best stocks to buy now for good returns.
Apple’s (AAPL) AI Strategy Reset Gains Wall Street Support Amid Cybersecurity Probe
Apple Inc. (NASDAQ:AAPL) is one of the best stocks to buy now for good returns. On June 23, Apple Inc.
What Makes Progressive Corporation (PGR) an Investment Bet?
Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
Figma (FIG): The Best New Stock to Buy Other Than SpaceX
On June 26, 2026, Wells Fargo analyst Michael Turrin lowered the firm’s price target on Figma, Inc. (NYSE:FIG) to $36 from $42 and kept an Overweight rating.
Firefly Aerospace (FLY) to Acquire Space-ng for Autonomous Navigation Capabilities
On June 26, 2026, Jefferies analyst Sheila Kahyaoglu said Firefly Aerospace Inc.
JPMorgan Maintains Overweight Rating on Aura Minerals (AUGO)
On June 26, 2026, JPMorgan lowered its price target on Aura Minerals Inc. (NASDAQ:AUGO) to $104.50 from $112 previously and kept an Overweight rating on the shares.
Stifel Maintains Buy Rating on Fermi (FRMI)
On June 23, 2026, Stifel lowered its price target on Fermi Inc. (NASDAQ:FRMI) to $17 from $29 and kept a Buy rating.
Navan (NAVN) Selected by Cummins to Support Global Business Travel
On June 25, 2026, Navan, Inc. (NASDAQ:NAVN) announced that Cummins (CMI) selected Navan after a review of the business travel landscape.
Is X-Energy (XE) the Best New Stock to Buy Other Than SpaceX?
On June 23, 2026, TD Cowen named X-Energy, Inc. (NASDAQ:XE) a best smid-cap idea for 2026 and kept a Buy rating with a $35 price target.
Citi Maintains Buy Rating on Sunbelt Rentals (SUNB)
On June 24, 2026, Citi lowered its price target on Sunbelt Rentals Holdings, Inc. (NYSE:SUNB) to $90 from $95 and kept a Buy rating.
Qnity Electronics (Q) Launches Optivision Max CMP Polishing Pads
On June 10, 2026, Qnity Electronics, Inc. (NYSE:Q) expanded its chemical mechanical planarization offerings with the introduction of Optivision Max polishing pads.
Here’s Why Cerebras (CBRS) is Among the 10 Best New Stocks to Buy Other Than SpaceX
On June 24, 2026, Morgan Stanley raised its price target on Cerebras Systems Inc.
William Blair Maintains Outperform Rating on Medline (MDLN) After Warehouse Fire
On June 12, 2026, William Blair analyst Brandon Vazquez said Medline Inc. (NASDAQ:MDLN) shares were lower after news of a fire at a distribution center in Tracy, California.
Is NVIDIA (NVDA) the Best Fast Growth Stock to Buy as It Targets Fully Autonomous AI for Telecom Networks?
NVIDIA Corporation (NASDAQ:NVDA) is one of the best fast growth stocks to buy according to hedge funds.
Broadcom (AVGO) Raises Tender-Offer Cap to $3 Billion, Accepts $2.9 Billion in Notes
Broadcom Inc. (NASDAQ:AVGO) is one of the best fast growth stocks to buy according to hedge funds. On June 17, Broadcom Inc.
Can Micron (MU) ’s Deal With Anthropic Cement Its Place in the AI Memory Market?
Micron Technology, Inc. (NASDAQ:MU) is one of the best fast growth stocks to buy according to hedge funds. On June 22, Micron Technology, Inc.
AMD (AMD) Commits £2 Billion to the UK and Helps Build Two AI Supercomputers at Cambridge
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best fast growth stocks to buy according to hedge funds.
Lam Research (LRCX): Citi Raises Target by $135 on a Multi-Year Chip Manufacturing Investment Boom
Lam Research Corporation (NASDAQ:LRCX) is one of the best fast growth stocks to buy according to hedge funds.
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